The Community Foundation of Broward, Jewish Community Foundation of Broward County and United Way of Broward County joined forces to present the 18th Annual Joint Tax and Estate Planning Seminar at Nova Southeastern University in the Rose and Alfred Miniaci Performing Arts Center on December 4.
As South Florida’s premier tax and estate planning event, the seminar served as an indispensable educational opportunity for the more than 400 professional advisors who attended to learn how to expand the impact of their clients’ philanthropic wishes to the benefit of Broward County.
Maintaining the long-standing tradition of providing cutting-edge presentations by nationally recognized speakers, this year’s keynote was delivered by national elder law and estate planning expert Bernard A. Krooks of Littman Krooks LLP. In his presentation, “Planning for an Aging Population and Preparing for the Unexpected: Designing and Drafting Estate Plans That Can Withstand the Heat,” Krooks shared important methods that professional advisors should utilize to help clients maximize their charitable goals through wealth management and retirement planning.
“On behalf of the Jewish Federation of Broward County, it is an honor to be a part of South Florida’s most recognized tax and estate planning event and its unparalleled impact on charitable giving in the region,” said Michael Balaban, President and CEO of the Jewish Federation of Broward County. “We had yet another successful year of inspiring and informing the work of professional advisors who took the time to ensure that they are educated on the latest in charitable strategies.”
“United Way of Broward County is proud to continue this now 18-year tradition alongside the Community Foundation of Broward and the Jewish Federation of Broward County,” said Kathleen Cannon, President and CEO of United Way of Broward County. “The seminar is vital for all attendees to foster education and encourage philanthropic giving through wealth management to benefit the individuals and families in Broward County who need it most.”
“For nearly 20 years, the Community Foundation of Broward has partnered with the other most prominent philanthropic organizations in the region to deliver this powerful tax and estate seminar,” said Linda Carter, President and CEO of the Community Foundation of Broward. “We are – step by step – ensuring a better future for our community and its residents as each passing event becomes more successful than the last.”“Planning for an Aging Population and Preparing for the Unexpected: Designing and Drafting Estate Plans That Can Withstand the Heat,” Krooks shared important methods that professional advisors should utilize to help clients maximize their charitable goals through wealth management and retirement planning.
“On behalf of the Jewish Federation of Broward County, it is an honor to be a part of South Florida’s most recognized tax and estate planning event and its unparalleled impact on charitable giving in the region,” said Michael Balaban, President and CEO of the Jewish Federation of Broward County. “We had yet another successful year of inspiring and informing the work of professional advisors who took the time to ensure that they are educated on the latest in charitable strategies.”
“United Way of Broward County is proud to continue this now 18-year tradition alongside the Community Foundation of Broward and the Jewish Federation of Broward County,” said Kathleen Cannon, President and CEO of United Way of Broward County. “The seminar is vital for all attendees to foster education and encourage philanthropic giving through wealth management to benefit the individuals and families in Broward County who need it most.”
“For nearly 20 years, the Community Foundation of Broward has partnered with the other most prominent philanthropic organizations in the region to deliver this powerful tax and estate seminar,” said Linda Carter, President and CEO of the Community Foundation of Broward. “We are – step by step – ensuring a better future for our community and its residents as each passing event becomes more successful than the last.”
Tax and Estate Seminar attendees are leading area attorneys, certified public accountants, investment consultants, financial advisors and business professionals. Key sponsors of the event included:
● A.I.D. Group
● BB&T
● EstateBuyers.com
● Fairway Memorial Gardens
● Greenspoon Marder
● Gunster
● Secure Futures
● Tobias Financial Advisors
● Transactions Management
The Annual Joint Tax and Estate Planning Seminar also counted towards two hours of continuing education credits for The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CPF), ABA-CTFA and Florida Insurance (Course ID No. 110530/Offering ID 1114012).
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